What can an AI teammate do with Attio?

An Attio AI teammate can search your workspace for contacts, companies, and deals; pull full record details; browse lists; log notes; create new records; and update existing attributes like deal stage or owner. It can run on a schedule to keep your CRM current or react to events like new leads or completed calls. Write actions always require your approval.

Will my teammate change CRM data without me knowing?

No. Any action that creates or modifies a record - adding a contact, updating a deal stage, logging a note - requires your explicit approval before it executes.

Can I use this to clean up stale or duplicate records?

Yes. You can instruct your teammate to search for records matching certain criteria, flag duplicates or gaps in data, and propose updates. You review and approve each change before it's applied.

Does this work with custom objects and attributes in Attio?

Yes. The teammate can read and write custom attributes on standard objects (contacts, companies, deals) and surface data from any list your workspace has configured.

CRM & sales

AI Teammate for Attio

An AI teammate that tracks, enriches, and updates your CRM records.

Your AI teammate for Attio searches your workspace, pulls up contact and company profiles, browses lists, and logs notes - acting as an intelligent layer on top of your relationship data. An ideal AI co-pilot for keeping your pipeline clean and your CRM current. Write actions always require your approval.

CRM data decays fast - contacts go stale, deals slip through without follow-up, and notes never get written. An Attio AI teammate keeps your workspace current automatically, surfacing what needs attention and capturing context before it's lost.

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What your AI teammate can do with Attio

Read-only actions run automatically. Write actions require your approval.

Read-only actions

list records

Browse contacts, companies, or deals across your workspace

get record

Fetch full details for a specific contact, company, or deal

search records

Find records by name, email, domain, or custom attribute

list lists

View all lists and their members in your Attio workspace

Write actions (require approval)

create record

Add a new contact, company, or deal to your workspace

update record

Edit attributes on an existing record such as stage, owner, or custom fields

create note

Log a note against a contact or company record

Example workflows with Attio

Real tasks you can run on a schedule or on demand.

task

after each sales call, auto-log a summary note to the contact record in attio

task

every morning, list open deals that have had no activity in 7+ days and send a digest to slack

task

when a new lead comes in via webhook, create a contact and add them to the right attio list

task

weekly, pull all companies in a target list and enrich missing fields from public sources

How to connect Attio

Create a free m8tes account.

Connect Attio

Click Connect and complete the OAuth flow or enter your API key.

Create a task

Give your AI teammate a task that uses Attio. It handles the rest.

Attio AI teammate: FAQ

Common questions about using an AI teammate with Attio.

Build an AI teammate for Attio

Connect Attio to an autonomous AI teammate that reads data, runs tasks on schedule, and delivers structured output.

AI teammates — all integrations
Build a teammate that uses Attio alongside your other tools.

Related integrations

Teams that use Attio also connect these.

HubSpot

CRM & sales

Salesforce

CRM & sales

Slack

Communication

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